Analyst: OLED screens may increase iPad sales by 3% to 5%
On May 7th, Apple released the latest iPad Air and iPad Pro, which feature OLED screens and new chips as important highlights, DIGITIMES analyst Huang Yaohan estimates that, OLED screens will have the opportunity to increase iPad sales by 3% to 5%, with iPad revenue reaching over $29 billion in 2024.
In addition, Apple's new OLED iPad Pro is equipped with a new M4 chip for artificial intelligence (AI) computing. This reflects that Apple will not only share the PC market, but also intentionally enter a new era of AI PC.
Huang Yaohan pointed out that the improved computing power of Apple's M4 chip will be applicable to GenAI (Generative AI), but the press conference did not explain the content of GenAI's new technology, The focus of GenAI will be on iOS18, which will be released by WWDC in June. In addition, according to the definition of computing power, chips with A13 Bionic or higher may be set to support GenAI operation.
DIGITIMES analysis states that, The key technology of iOS18 GenAI is the Large Language Model (LLM), and Apple actively invests in the development of LLM to construct a complete software and hardware resource approach, accelerate the development process of LLM. In terms of hardware, GPU and neural network operation engine units are added to improve AI computing power. The software focuses on LLM data training, and Apple actively collaborates with news/publishers, magazines, libraries, and other manufacturers to expand the scope of training data through authorization.
Huang Yaohan pointed out that the improved computing power of Apple's M4 chip will be applicable to GenAI (Generative AI), but the press conference did not explain the content of GenAI's new technology, The focus of GenAI will be on iOS18, which will be released by WWDC in June. In addition, according to the definition of computing power, chips with A13 Bionic or higher may be set to support GenAI operation.
DIGITIMES analysis states that, The key technology of iOS18 GenAI is the Large Language Model (LLM), and Apple actively invests in the development of LLM to construct a complete software and hardware resource approach, accelerate the development process of LLM. In terms of hardware, GPU and neural network operation engine units are added to improve AI computing power. The software focuses on LLM data training, and Apple actively collaborates with news/publishers, magazines, libraries, and other manufacturers to expand the scope of training data through authorization.